+260.6%
SNDU vs WCC
+30.8%
+229.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +3.9% | +19.8% | +14.2% |
| 7D | +35.2% | +4.5% | +30.7% | +23.3% |
| 30D | +50.8% | -5.8% | +56.6% | +79.1% |
| 3M | -43.2% | -3.7% | -39.5% | -28.6% |
| All | +260.6% | +30.8% | +229.8% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · Available span rolling